Capital Economics

The leading macroeconomic research consultancy

Emerging Asia Chart Book

Aims to give a monthly snapshot view of the region’s economies in chart form.

Sample - Policy loosening begins

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Articles
Export improvement brings fragile recoveryA promising start to 2012, but will it last?Risks to growth still skewed to the downsideAsia's equities outperform in early 2012Exports weaken amid global slowdownGrowth falters in Q3Policy loosening beginsSupply-chain disruptions temporarily hit growthGlobal risks may delay policy tighteningManaging inflation and avoiding asset bubbles
Growth remains strong in Emerging AsiaInflation remains policymakers' key concernJapan's crisis unlikely to hit Emerging Asia's growth hardOil prices compound inflation concernsInflation fears should ease soonEmerging Asia will target inflation and asset bubblesEmerging Asia equity markets set to rise further (Oct 10)Asia's FX moves are a sensible response to a big problemAsia's slowdown should not be feared (Aug 10)Asia’s upswing will slow but is unlikely to stall (Jul 10)
Asia should focus on the overheating threat (Jun 10)No worries in Asia about contagion from Greece (Apr 10)Upswing to survive policy tightening comfortably (Mar 10)Well placed to face the challenges ahead (Feb 10)Heading into some turbulence (Jan 10)Rate hikes and more currency appreciation on the way (Dec 09)Upswings starting to fade but inflows should stay strong (Nov 09)China returned to rapid growth in Q3 (Oct 09)Other countries soon to follow Australia and lift rates (Oct 09)Strong GDP growth likely and further currency gains (Sep 09)
China shows no signs of flagging (Sep 09)Japan - Best of the G7 (Sep 09)Recovery to bring rate hikes well ahead of the West (Aug 09)GDP rebound to fade (Jul 09)China on a risky path to recovery (Jul 09)Recovery underway but likely to be subpar (Jun 09)Japan - So far so good (Jun 09)China - Still waiting for a rebound (May 09)Should we trust signs of life in Asian exports? (May 09)China's spending stimulus is smaller than it seems (Apr 09)
Weakness spreads from exports to the domestic economy (Mar 09)Japan - Down but not out (Feb 09)China - Too soon to expect a rebound in China (Feb 09)Fiscal easing too late to prevent deep downturn in 2009 (Feb 09)China - Growth halved and heading to 5% (Jan 08)Collapsing exports dragging Asia into the mire (Dec 08)Japan - Deeper recession now likely in 2009 (Dec 08)China - Will the stimulus come too late? (Dec 08)Asia braces for worst slowdown since 1997 crisis (Nov 08)China - China moves to arrest slowdown (Nov 08)
Japan - First to recover as global inflation shock fades (Oct 08)Rates have much further to fall (Oct 08)Asian interest rates close to peaking (Sep 08)Japan - Economic downturn to be shallow and short-lived (Aug 08)China - Fall in renminbi appreciation expectations is overdone (Aug 08)India’s aggressive tightening yet to impress markets (Jul 08)Japan - Economy slowing, but Tankan reassuring (Jul 08)China - Chinese equity investors floundering again (Jun 08)Asia - Korea bucks the trend as Asia turns hawkish (Jun 08)Asia - High inflation derails central bank plans (May 08)
Japan: GDP growth on course for 2% this year (May 08)China - China’s inflation worries grow even as headline rate falls (May 08)Asia - Export outlook darkens (Apr 08)Asia - Thai rates set to tumble (Mar 08)Japan: Economy to outperform low expectations (Mar 08)China: Consumption rebounds (Feb 08)Asia - Central banks put to the test (Feb 08)Japan - Already past the worst? (Jan 08)Asia - Coping with high oil prices (Dec 07)China - China's poorest get an income boost (Nov 07)
Asia - Fed cuts put pressure on South-East Asia to follow suit (Nov 07)Japan - Incoming data suggest outlook deteriorating (Nov 07)China - China's export ambitions take a hit (Sep 07)Asia - Safe havens from global credit crisis? (Sep 07)Japan - Economy slowing, but no "hard landing" (Aug 07)China - Higher inflation does not mean China is overheating. (Aug 07)Asia - Korean interest rates have probably peaked (Jul 07)China - China shows first signs of domestic rebalancing (Jul 07)Asian - India still in danger of overheating (Jun 07)Japan - Growth to beat the consensus (again) this year (Jun 07)
China - Chinese inflation is under control (Jun 07)Asia - Thai interest rates still to fall further than expected (May 07)Japan - Consumer spending becomes a key driver of growth (May 07)China - Hot, but not overheating (Apr 07)Asia - Thailand particularly vulnerable to global downturn (Apr 07)Japan - Consumer will have to offset industrial slowdown (Apr 07)China - Surge in trade surplus may only be temporary (Mar 07)South-East Asian interest rates to fall further (Mar 07)Japan - Yen to rise further (Mar 07)Asia - Falling inflation points to further rate cuts (Feb 07)
Japan - Rate outlook remains pivotal to any recovery in yen (Feb 07)China - Unbalanced growth cannot be sustainedAsia - Currency and inflation trends to pull SE Asian rates lower (Jan 07)Lower unemployment crucial for JapanJapan - Household spending beginning to recover (Dec 06)Asia - Inflation easing as global energy prices fall back (Nov 06)Japan - Economy to rebound after a weak third quarter (Nov 06)China - Latest data signals continued strong growth (Oct 06)Asia - Growth slowing, but not collapsing (Sep 06)Japan - Data not as poor as headlines suggest (Sep 06)
China - Still little evidence of overheating (Aug 06)Asia - Asian interest rates close to their peakJapan - First quarter was as good as it gets (Jun 06)Asia - Surging energy prices start to bite (Jun 06)China - Problems below the surface (Jun 06)Japan - Interest rates set to rise after next Tankan (May 06)Asia - Momentum positive but growth has peaked (May 06)Japan - Tankan posts the RIP for the ZIRP (Apr 06)Asia - Regional equity markets looking increasingly stretched (Apr 06)China - Trade surplus shows first signs of levelling out (Mar 06)
Japan - Mixed signals in hard data, but surveys upbeat (Mar 06)Asia - Asia in good shape to weather US slowdown (Mar 06)Japan - Scene being set for end of zero interest rates (Feb 06)Japan - Growth to top 2% again in 2006 (Jan 06)India - Falling oil prices weaken case for higher rates (Dec 05)China - Renminbi’s appreciation tops 10% (Dec 05)South Korea - Recovery gains momentum (Nov 05)South Korea - BOK confident enough in recovery to consider rate rise (Sep 05)India - Buoyant growth still vulnerable to high oil prices (Sep 05)China - China’s trade data show the futility of protectionism (Sep 05)
South Korea - Recovery in domestic economy gains momentum (Aug 05)Japan - Deflation ending as recovery consolidates (Aug 05)China - Still little domestic pressure for firmer renminbi (Aug 05)Japan - Looking good (Jun 05)South Korea - Recovery slows in domestic economy (Jun 05)China - Inflation falls as pipeline pressures ease (Jun 05)South Korea - Domestic economy showing modest signs of recovery (May 05)Japan - Healthier than the headlines suggest (Apr 05)China - Economic rebalancing to sustain the boom (Apr 05)